Financial Coordinator
About The Position
At Terra Fertility, we are reimagining fertility care. Our mission is to make reproductive care more accessible and equitable through transparent pricing, innovative technology, and comprehensive patient education. We believe that everyone—regardless of background, language, or identity—should feel informed, empowered, and supported on their fertility journey. We are seeking a compassionate and detail-oriented Financial Counselor. This non-exempt role will be responsible for guiding patients through the financial aspects of their fertility treatment, ensuring clarity and support from initial consultation through care completion.
Requirements
- Associate or bachelor’s degree preferred.
- 3+ years’ experience in healthcare finance or billing required.
- 1+ years' experience in fertility or OBGYN financial coordination is strongly preferred.
- Proficiency in medical terminology and practice.
- Experience with Electronic Medical Records (EMR).
- Proficiency in Spanish and/or Portuguese preferred but not required.
- Strong proficiency in Microsoft Office (Word, Excel, Outlook).
- Exceptional communication, organizational, and customer service skills.
- Ability to simplify and explain complex financial concepts to patients.
Nice To Haves
- 1+ years' experience in fertility or OBGYN financial coordination is strongly preferred.
- Proficiency in Spanish and/or Portuguese preferred but not required.
Responsibilities
- Assist patients with treatment cost estimates, ensure signed patient agreements are received prior to treatment start
- Speak with patients in the office, over the phone, via a patient portal or an online meeting platform to provide a clear detailed outline of insurance coverage and required deposits for treatments
- Educate patients on self-pay financial packages and financing options
- Check online insurance portals to verify current coverage details align with the billing system details
- Documentation in the EMR and Medical Billing system to ensure appropriate billing of services
- Review the treatment query daily to determine cases in progress and organize patient outreach
- Access online insurance portals for electronic submission of authorization requests in a timely manner
- Discuss treatment authorization outcome with internal team and patients when appropriate
- Daily processing of credit card payments in the appropriate payment portal
- Review and analyze patient accounts to communicate accurate financial status to care teams, prior to treatment starts
- Provide financial Clearance for intended treatment, once all required deposits and authorization, if needed, are in place
- Ensure reimbursement is obtained for services provided to non-insured or under-insured patients
- Support patient requests for refunds or unused pre-paid services; coordinate refunds with the AR Team
Benefits
- Comprehensive health, dental, and vision insurance.
- 401(k) with employer match.
- Paid time off and observed holidays.
- Support for ongoing skill development and professional growth.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
